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RFG - BRISTOL WEALTH ADVISORS, LLC 13F portfolio summary

RFG - BRISTOL WEALTH ADVISORS, LLC of RFG - BRISTOL WEALTH ADVISORS, LLC has 179 current stock holdings with a reported portfolio value of $370.6M. The portfolio 1 year return is +15.08%. Top holdings include SPY (0.00%), UPS (0.00%), IVV (11.51%), SPDW (7.87%), IJH (3.55%).

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RFG - BRISTOL WEALTH ADVISORS, LLC

RFG - BRISTOL WEALTH ADVISORS, LLC
Latest filing: 2026-03-31

RFG - BRISTOL WEALTH ADVISORS, LLC runs RFG - BRISTOL WEALTH ADVISORS, LLC and currently holds 179 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $370.62M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. RFG - BRISTOL WEALTH ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, RFG - BRISTOL WEALTH ADVISORS, LLC's portfolio at RFG - BRISTOL WEALTH ADVISORS, LLC has delivered returns of +15.08%. Their 3-year annualized return is +10.75%. Looking at the 5-year horizon, RFG - BRISTOL WEALTH ADVISORS, LLC has achieved +10.75% annualized returns at RFG - BRISTOL WEALTH ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.08%
#0/1000
3 Year
+10.75%
#0/1000
5 Year
+10.75%
#0/1000

Portfolio Value

$370.62M

Alpha Score

10.5

#0 of 1000

Holdings

179

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change